AUMdb

Timberline Manufacturing Company 401(k) Plan

Sponsored by Timberline Manufacturing Company · EIN 421432196 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
185
With balances
220

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $20,817
Commonwealth Equity Services Llc Db Investment advisory (plan) $19,433
Timberline Manufacturing Company Accounting $15,500
Envestnet Retirement Solutions, Llc Other fees $972